StockDriftsStockDriftsTop 50 Napier Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL | 12.46% | 152.3K | $54.3M | -0.14%(-212) | $369.46(+10.63%) | 2026-03-31 | |
| IVV | ISHARES CORE | 9.15% | 61.1K | $39.9M | +0.40%(+241) | $677.09(+10.54%) | 2026-03-31 | |
| EFA | ISHARES MSCI | 5.56% | 249.7K | $24.3M | +0.64%(+1.59K) | $94.71(+10.20%) | 2026-03-31 | |
| IEI | ISHARES 3-7YR | 4.61% | 169.3K | $20.1M | -0.53%(-894) | $119.43(-1.94%) | 2026-03-31 | |
| IWD | ISHARES RUSSELL | 3.88% | 79.2K | $16.9M | +1.76%(+1.37K) | $207.05(+19.20%) | 2026-03-31 | |
| VO | VANGUARD MID | 3.77% | 57.2K | $16.4M | +0.91%(+515) | $72.99(+10.31%) | 2026-03-31 | |
| RDVY | FIRST TRUST | 3.47% | 221.7K | $15.1M | +0.94%(+2.07K) | $68.37(+17.22%) | 2026-03-31 | |
| USFR | WISDOMTREE FLOATING | 3.41% | 295.5K | $14.9M | +7.43%(+20.44K) | $50.30(+0.14%) | 2026-03-31 | |
| SPY | STATE STREET | 3.07% | 20.6K | $13.4M | -0.62%(-129) | $674.05(+10.49%) | 2026-03-31 | |
| EEM | ISHARES MSCI | 3.03% | 232.5K | $13.2M | +0.37%(+865) | $54.06(+21.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.15% | -22.52% |
| Top 20 Holdings Unweighted | -5.67% | -16.08% |
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